Dr. Axel Meierhoefer joins Mike Milligan, CFP®, to uncover his unique strategies for achieving financial freedom and navigating the future landscape of wealth.
This Ideas by Mike™ Podcast episode dives deep into three core areas: building wealth through residential real estate investing, the imminent impact of AI and embodied robotics, and the tactical steps to successfully transitioning to expat life.
In this 37th episode of Ideas by Mike Podcast, Mike Milligan, CFP® and Tom Hegna went for another one to discuss his newest book “Who Wants To Be a Millionaire?”.
They revealed these HUGE financial mistakes younger generation can avoid because these financial mistakes are stopping them from reaching their First Million mark on their professional careers.
Tom Hegna explains Why the First Million is the Hardest and the critical importance of patience in wealth building.
Learn the math behind the $10.8 million mistake couples make and the essential savings discipline: The 10/20/70 Rule. They both discuss how to use the SEC Savings Goal Calculator to hit your targets, and Tom’s secret to career success: Finding Riches by being the Best in your Niche.
This episode provides the mindset and the math for building wealth faster and helping you execute your One of a Kind Financial Plan.
When people talk about retirement, most conversations revolve around money — but what about what comes after the paychecks stop?
In our latest Ideas by Mike™ Podcast, we sit down with Dr. Riley Moynes, author of The Four Phases of Retirement, to unpack the emotional and psychological journey that every retiree goes through — and why so many struggle to find meaning once the “vacation” phase fades.
In this episode of the Ideas by Mike podcast, host Mike Milligan, CFP shares the journey of his financial planning firm, Ideas by Mike, and its evolution into 1.oak Financial.
He discusses the tumultuous financial landscape over the past few years, the founding principles of his firm, and the importance of client-centered financial planning.
Mike emphasizes the need for a unique approach to financial services that prioritizes clients’ needs and goals, culminating in the introduction of the one-of-a-kind financial plan designed to help clients live their best lives.
Episode Takeaways:
– Ideas by Mike aims to provide unique financial insights.
– The firm was founded on principles of client-centered service.
– Mike’s career journey reflects a commitment to client needs.
– The one-of-a-kind financial plan is central to their approach.
– Financial planning should prioritize individual client goals.
– The evolution to One Oak Financial signifies growth and innovation.
– Client service is prioritized over profit in their business model.
– Understanding clients’ core beliefs about money is crucial.
– The firm aims to reduce fear and anxiety around finances.
– Community impact is a key focus for clients in retirement.
William Bengen retirement withdrawal strategies have shaped how millions plan for retirement. Known as the creator of the famous 4% Rule, Bengen now reveals new research that challenges the old standard. In this episode of the Ideas by Mike™ Podcast, Mike Milligan, CFP®, asks the key question: is 4% rule still safe in 2025?
Bengen explains why his updated research supports a 4.7% withdrawal rate, when retirees might take even 5.5%, and how diversification, inflation, and market conditions impact retirement success.
📞 Book your free complimentary portfolio analysis today: https://calendly.com/ideasbymike/linkedin-strategy-call?month=2025-07
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William P. Bengen is the pioneering financial planner who first formulated the now-famous “4 % Rule” for retirement withdrawals and coined the term “SAFEMAX.” With over 30 years of research on maximizing sustainable income in retirement, he’s updated the rule to 4.7 % in his new book A Richer Retirement. Bengen holds a B.S. in Aeronautics & Astronautics from MIT and an advanced degree in financial planning, and runs a website where he shares his charts, tables, and ongoing research.
